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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

173 hedge funds and large institutions have $216M invested in Invesco WilderHill Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-13
Holders Change %
-6.99%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
55
Closed
27
Calls
$1.4M
Puts
$955K
Net Calls
+$440K
Net Calls Change
+$524K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24M
2
GW
2
GW & Wade
Massachusetts
$5.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.09M
4
Wells Fargo
4
Wells Fargo
California
$3.6M
5
EWA
5
EP Wealth Advisors
California
$3.24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.7M
2
UBS Group
2
UBS Group
Switzerland
$1.7M
3
TWP
3
Total Wealth Planning
Ohio
$215K
4
LPL Financial
4
LPL Financial
California
$10.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
126
Pacific Center for Financial Services
California
$10.3K +$10.3K +255 New
PGAM
127
Princeton Global Asset Management
New Jersey
$10.1K – – –
BAM
128
Baldrige Asset Management
Pennsylvania
$9K – – –
CIAS
129
Capital Investment Advisory Services
North Carolina
$8.49K – – –
FWM
130
Focused Wealth Management
New York
$8.15K +$2.83K +70 +53%
NRC
131
New Republic Capital
North Carolina
$8K +$8K +198 New
AIP
132
Ameritas Investment Partners
Nebraska
$7.96K – – –
UB
133
UMB Bank
Missouri
$7.48K – – –
EWM
134
Endurance Wealth Management
Rhode Island
$7K – – –
AAS
135
Ameritas Advisory Services
Nebraska
$6.92K +$6.92K +180 New
CFFP
136
Center for Financial Planning
Michigan
$6.47K – – –
Fidelity Investments
137
Fidelity Investments
Massachusetts
$6.26K +$4.2K +104 +204%
US Bancorp
138
US Bancorp
Minnesota
$6.06K – – –
PCMC
139
Private Capital Management (Colorado)
Colorado
$5.42K +$5.42K +134 New
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$5.05K – – –
WP
141
WealthShield Partners
North Carolina
$5.01K +$5.01K +124 New
CA
142
Clearstead Advisors
Ohio
$4.04K – – –
SWM
143
Spire Wealth Management
Virginia
$3.87K -$7.14K -177 -65%
BWM
144
BerganKDV Wealth Management
Minnesota
$3.84K – – –
CSWM
145
Cassady Schiller Wealth Management
Ohio
$3.8K – – –
GI
146
Gradient Investments
Minnesota
$3.35K – – –
AWM
147
Avior Wealth Management
Nebraska
$3.1K +$41 +1 +1%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$3.02K -$19 -462 -0.6%
BC
149
Bartlett & Co
Ohio
$3K +$3K +74 New
BCWM
150
Bartlett & Co Wealth Management
Ohio
$2.99K +$2.99K +74 New
4 5
6
7 8